Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

United states It / Thematic (Sector/Industry)

<p>McKinsey has put out a seminal paper on container shipping, the next 50 years. I attach the link because the file is so large. It is worth reading. It may actually be a bit scary too  –  if they or others think they are right. McKinsey has been a 2-edged sword for the industry. Listening to them one might think their impact has been only positive. And they have done quite a lot of good at times (APL-OOCL mid-90s). But they have also done a lot of overpaid work that has had less than positive…</p>

McKinsey has put out a seminal paper on container shipping, the next 50 years. I attach the link because the file is so large. It is worth reading. It may actually be a bit scary too  –  if they or others think they are right. McKinsey has been a 2-edged sword for the industry. Listening to them one might think their impact has been only positive. And they have done quite a lot of good at times (APL-OOCL mid-90s). But they have also done a lot of overpaid work that has had less than positive…

Another Revolution Is Coming for Container Shipping (& Ports)